| Full programme |
| Monday, 6 October 2014 | |||
| 09:45 - 11:45 | PRE-CONFERENCE SESSION Accredited Financial Planning Firms session [More Info] | ||
| 10:30 - 11:50 | Boom! - a sneak preview with Martin Bamford [More Info] Martin Bamford CFP, Managing Director, Informed Choice | ||
| 12:00 - 12:30 | IFP ANNUAL GENERAL MEETING AGM [More Info] | ||
| 12:30 - 17:00 | Registration/Lunch/Exhibition Open [More Info] | ||
| 13:55 - 14:05 | KEYNOTE SESSION Opening IFP address [More Info] | ||
| 14:05 - 15:05 | KEYNOTE SESSION Clients forever - the missing piece for on-going success in Financial Planning [More Info] Doug Carter, President, Carter International Training and Development, Inc. | ||
| 15:05 - 15:30 | Refreshment break | ||
| 15:30 - 16:10 | OPTIONAL SESSIONS 1 Bold advice: building your practice through philanthropy [More Info] Clare Brooks, CEO, NPT-UK Caroline Totterdill, Head of Philanthropy, Macmillan Cancer Support | ||
| 15:30 - 16:10 | OPTIONAL SESSIONS 1 Portfolio construction using closed-ended funds [More Info] Jacqueline Lockie FIFP CFP, Head of Training, Association of Investment Companies | ||
| 15:30 - 17:00 | OPTIONAL SESSIONS 1 - DOUBLE LENGTH Keynote plus: The “Innerview” - building a deeper relationship in less than 20 minutes [More Info] Doug Carter, President, Carter International Training and Development, Inc. | ||
| 15:30 - 17:00 | OPTIONAL SESSIONS 1 - DOUBLE LENGTH Managing your team made easy [More Info] Nancy Slessenger, Managing Director, Vinehouse essential Ltd | ||
| 16:10 - 16:20 | Room change [More Info] | ||
| 16:20 - 17:00 | OPTIONAL SESSIONS 2 Conflicts of interest: putting clients first [More Info] Tom Simpson, Associate Professor of Philosophy and Public Policy, Blavatnik School of Government, University of Oxford | ||
| 16:20 - 17:00 | OPTIONAL SESSIONS 2 Platform due diligence [More Info] Melony Holman CFP, Managing Director, Compliance & Training Solutions Ltd Rory Percival, Technical Specialist, FCA Mark Polson, Principal, the lang cat | ||
| 17:15 - 17:45 | OPTIONAL TECHNICAL SESSIONS Risk assessment & management: avoiding the next scandal [More Info] Dan Kemp, Co-Head Investment Consulting and Portfolio Management, Morningstar Investment Management EMEA | ||
| 17:15 - 17:45 | OPTIONAL TECHNICAL SESSIONS The future of advice [More Info] Mark Loosmore, Executive General Manager, Wealth, IRESS | ||
| 17:15 - 17:45 | OPTIONAL TECHNICAL SESSIONS The key to 'sunset': plan your strategy now and engage early [More Info] Andy Coleman, Director of Distribution, Cofunds | ||
| 18:00 - 21:30 | Welcome Evening [More Info] | ||
| Tuesday, 7 October 2014 | |||
| 08:30 - 17:00 | IFP registration/information desk open [More Info] | ||
| 08:55 - 09:15 | KEYNOTE SESSION Presidential Address [More Info] | ||
| 09:15 - 09:45 | KEYNOTE SESSION Retirement – a changing landscape [More Info] Steve Groves, CEO, Partnership | ||
| 09:45 - 10:45 | KEYNOTE SESSION The neurobiology of high performance [More Info] Dr James Rouse, Founder, Optimum Wellness Media | ||
| 10:45 - 11:20 | Refreshment Break [More Info] | ||
| 11:20 - 12:10 | OPTIONAL SESSIONS 3 Joined up investing: Introducing a Centralised Investment Process [More Info] Stephen Thomas, Professor of Finance, Cass Business School | ||
| 11:20 - 12:10 | OPTIONAL SESSIONS 3 ‘Hangout with Doug Carter’ [More Info] Doug Carter, President, Carter International Training and Development, Inc. | ||
| 11:20 - 13:10 | OPTIONAL SESSIONS 3 - DOUBLE LENGTH Building a business plan [More Info] Rob Stevenson, Director, Kingmakers | ||
| 11:20 - 13:10 | OPTIONAL SESSIONS 3 - DOUBLE LENGTH Diving deeper into the neurobiology of high performance – yours and your clients [More Info] Dr James Rouse, Founder, Optimum Wellness Media | ||
| 12:10 - 12:20 | Room change [More Info] | ||
| 12:20 - 13:10 | OPTIONAL SESSIONS 4 Defamation and social media [More Info] Andrew Brook-Dobson CFP, Director, Brook‐Dobson Brear Michael Clarke, Partner – Commercial Litigation, Clarke Willmott LLP | ||
| 12:20 - 13:10 | OPTIONAL SESSIONS 4 ‘Hangout with Mark Polson’ [More Info] Mark Polson, Principal, the lang cat | ||
| 13:10 - 14:25 | Lunch/Exhibition Open [More Info] | ||
| 13:30 - 14:00 | MEET THE EXPERTS Investment: Asset allocation, building a portfolio and fund selection considerations [More Info] | ||
| 13:30 - 14:00 | MEET THE EXPERTS Marketing and communication in a digital age [More Info] | ||
| 13:30 - 14:00 | MEET THE EXPERTS Platforms & due diligence: What due diligence considerations are there when choosing a platform? [More Info] | ||
| 14:25 - 15:15 | OPTIONAL SESSIONS 5 Capturing your brand essence [More Info] Lucian Camp, Principal, Lucian Camp Consulting | ||
| 14:25 - 15:15 | OPTIONAL SESSIONS 5 Profitable, inspirational Financial Planning [More Info] Tina Weeks, Director, Serenity Financial Planning Justin King CFP, Managing Director, MFP Wealth Management | ||
| 14:25 - 15:15 | OPTIONAL SESSIONS 5 Profiting from the boom in alternative investments [More Info] Andy Marris, CEO, MICAP | ||
| 14:25 - 15:15 | OPTIONAL SESSIONS 5 Sales – it’s not a dirty word [More Info] Leigh Ashton, Founder, The Sales Consultancy | ||
| 15:15 - 15:50 | Refreshment Break [More Info] | ||
| 15:50 - 16:00 | KEYNOTE SESSION IFP address [More Info] | ||
| 16:00 - 17:00 | KEYNOTE SESSION Raising the Bar – The world…but not as we know it! [More Info] Royston Guest, CEO, Pti Worldwide | ||
| 17:00 - 17:00 | Day 2 sessions end | ||
| 19:00 - 23:00 | GALA AWARDS EVENING Drinks reception, dinner, awards ceremony and entertainment [More Info] | ||
| Wednesday, 8 October 2014 | |||
| 08:30 - 14:00 | IFP registration/information desk open | ||
| 09:00 - 09:30 | EARLY RISER OPTIONAL SESSIONS Gold market fundamentals & outlook [More Info] Marcus Grubb, Managing Director, Investment, World Gold Council speaking on behalf of ETF Securities | ||
| 09:00 - 09:30 | EARLY RISER OPTIONAL SESSIONS How innovative thinking can create value for advisers & clients [More Info] Steve Skelding, Head of Wealth Management, Octopus | ||
| 09:00 - 09:30 | EARLY RISER OPTIONAL SESSIONS It's all about suitability...or is it? [More Info] Justin Onuekwusi, Lead Manager - Multi-index range of funds, Legal & General Investment Management | ||
| 09:45 - 10:35 | OPTIONAL SESSIONS 6 How to reduce your clients' exposure to Inheritance Tax [More Info] Peter Legg, Head, IHT Planning Matters | ||
| 09:45 - 10:35 | OPTIONAL SESSIONS 6 Mullender's takeaways [More Info] Richard Mullender, Former lead trainer at the Hostage and Crisis Negotiation Unit at Scotland Yard, The Listening Expert | ||
| 09:45 - 11:50 | OPTIONAL SESSIONS 6 - DOUBLE LENGTH Designing YOUR life… [More Info] Royston Guest, CEO, Pti Worldwide | ||
| 09:45 - 11:50 | OPTIONAL SESSIONS 6 - DOUBLE LENGTH Wow-ing by design [More Info] Michelle Hoskin, Founder, Standards International | ||
| 10:35 - 11:00 | Refreshment Break [More Info] | ||
| 11:00 - 11:50 | OPTIONAL SESSIONS 7 2015: The end of the world as we know it? [More Info] Bob Gordon, Pensions Consultancy Manager, Standard Life | ||
| 11:00 - 11:50 | OPTIONAL SESSIONS 7 Virtue as the basis for trust [More Info] Chris Keeble, Supernumary Fellow, Harris Manchester College, Oxford | ||
| 11:50 - 12:00 | Room change | ||
| 12:00 - 13:00 | KEYNOTE SESSION Less Is more - do it, delegate it, ditch it [More Info] Shaa Wasmund, CEO, Smarta.com | ||
| 13:00 - 13:15 | KEYNOTE SESSION IFP closing address [More Info] | ||
| 13:15 - 13:15 | Conference ends | ||
